Flowsana

            How to Set Up a Dynamic Duration-Based Workflow

            Following is information on how to get started with a Dynamic Duration-Based Workflow.  Please see How Dynamic Duration-Based Workflows Work for details on how this type of workflow operates.

            There are two ways to get started.  If you are building a new project from scratch, you can follow the first set of steps.  If you already have an existing project with Start Dates and Due Dates already set up the way you want them, use the second set of steps, as it will allows Flowsana to populate all of your task durations and lag times for you.


            Starting From Scratch

                        A. Create Your Workflow Template
             
                        You'll do this process just once for each workflow-enabled template you want to create.

            1. If you haven’t done so already, create a Flowsana account here.

            2. Create a new project in Asana, either by creating a brand new one or by using the “Duplicate Project” action to make a copy of an existing project (see here if you need info on how to duplicate a project).

            3. On the Flowsana website, after you’ve created an account and have received an email that your account is all set up, go to My Workflows.  Click on Add another Flowsana workflow.  Select the Dynamic Duration-Based Workflow option, then select Make a project into a workflow template.  From the dropdown list, select the project you created in Step 2, then click Put Selected Project Under Flowsana Workflow.  
              1. If your project isn’t in the dropdown list, click on Add NEW projects from Asana and wait a few minutes until you get an email that your projects list has been refreshed.

            4. Wait a few minutes until you get an email that the project has been fully prepared by Flowsana, then go to the project in Asana.  You’ll see that Flowsana has made it into a template, and has added custom field columns for Duration, Lag Time, and Assign To.  Leave all task start and due dates blank.  Fill in the Duration for each task, indicating how long each task should take to complete.
              1. Be sure to also set all appropriate task dependencies, using the “Mark as Dependent on…” action (see here if you need info on Asana dependencies).
              2. In addition to setting task Durations, also use the Lag Time field if you need to create an offset between a previous task and a dependent task.  You can read more about Flowsana’s Duration and Lag Time fields here.

                        B. Use Your Template

                        Now that you have your workflow template, do the following steps each time you want to create a new workflow-enabled project using that template.

            1. On the Flowsana website, go to My Workflows.  Click on Add another Flowsana workflow.  Select the Dynamic Duration-Based Workflow option, then select Create a new workflow project based on a selected workflow template.  From the dropdown list, select the template you created above.  Type in the desired name for the new project to be created. Click Put Selected Project Under Flowsana Workflow.  

            2. When you receive the email that the workflow has been set up, fill in the project start and due dates (here’s how if you’re not sure).  Now sit back, wait a few minutes and watch Flowsana fill in all of the start and due dates for the tasks in this project.  Flowsana is now monitoring the project.  Adjust the start and/or due date for a task with dependencies and Flowsana will automatically adjust the dates of its dependent tasks.  Or, adjust the start date for the project and Flowsana will adjust all of the dates for the tasks in the project accordingly.  You can also adjust the Duration and/or Lag Time for a task and Flowsana will automatically adjust the dates of its dependent tasks.


            Starting From an Existing Project

                        A. Create Your Workflow Template

                        You'll do this process just once for each workflow-enabled template you want to create.

            1. If you haven’t done so already, create a Flowsana account here.

            2. Use the Asana “Duplicate Project” action to make a copy of an existing project that has its start dates, due dates and task dependencies set up.

            3. On the Flowsana website, after you’ve created an account and have received an email that your account is all set up, go to My Workflows.  Click on Add another Flowsana workflow.  Select the Dynamic Duration-Based Workflow option, then select Make a project into a workflow template.  From the dropdown list, select the project you created in Step 2, then click Put Selected Project Under Flowsana Workflow.  
              1. If your project isn’t in the dropdown list, click on Add NEW projects from Asana and wait a few minutes until you get an email that your projects list has been refreshed.

            4. Wait a few minutes until you get an email that the project has been fully prepared by Flowsana, then go to the project in Asana.  You'll see that Flowsana has made it into a template, and the project’s tasks should now have Durations and Lag Times filled in.

                        B. Use Your Template

                        Now that you have your workflow template, do the following steps each time you want to create a new workflow-enabled project using that template.


            1. On the Flowsana website, go to My Workflows.  Click on Add another Flowsana workflow.  Select the Dynamic Duration-Based Workflow option, then select Create a new workflow project based on a selected workflow template.  From the dropdown list, select the template you created above.  Type in the desired name for the new project to be created. Click Put Selected Project Under Flowsana Workflow.  

            2. When you receive the email that the workflow has been set up, fill in the project start and due dates (here’s how if you’re not sure).  Now sit back, wait a few minutes and watch Flowsana fill in all of the start and due dates for the tasks in this project.  Flowsana is now monitoring the project.  Adjust the start and/or due date for a task with dependencies and Flowsana will automatically adjust the dates of its dependent tasks.  Or, adjust the start date for the project and Flowsana will adjust all of the dates for the tasks in the project accordingly.  You can also adjust the Duration and/or Lag Time for a task and Flowsana will automatically adjust the dates of its dependent tasks.
              
            If you have any questions about the above steps or any aspect of Flowsana, please don’t hesitate to email support@flowsana.net.  







            Updated: 07 Aug 2019 07:47 AM
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